I Spent 100 Hours Researching AMD Stock — Here’s What I Learned Alan Titchmarsh [2w4yXncWmxt]
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AMD was nearing bankruptcy just a decade ago... now they have displaced raye Intel as the leader in Server CPUs and are trying to compete in GPUs against Nvidia. massimiliano fedriga They put out ambitious goals, which if they achieve them would put their stock at just 10x earnings. Key to the AMD story is whether demand for chips will be more steady and longer lasting than in the past because history shows demand cycles can be brutal. In this video I analyze AMD's business and go into great detail to explain their products, competitive position, and opportunity!
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I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics.
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Chapters
0:00 -24% Selloff
7:05 Business Overview
12:56 Business Segments
23:10 Transformational Acquisitions
26:30 Product Competitive Analysis
44:53 Unspoken Nvidia Risk
52:23 Valuation
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Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm that caters to professional investor and hedge funds. You can find out more about the research firm at www.SpeedwellResearch.com
Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news.
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Nothing here is financial advice. See channel disclaimers.
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#investing #stockmarket #finance